Outbound Emails

Outbound Emails enable you to connect shared email addresses to Kinabase using your preferred email provider. Once configured, you can send bulk emails directly to your contacts from within Kinabase, and trigger automated emails through workflows.

Kinabase supports three email providers:

• Microsoft Azure Communication Services
• SendGrid
• Mailgun (with US and EU region options)

For example, if you have a Contacts collection in Kinabase, you can select the contacts you want to reach and send bulk emails from within the platform. This integration enhances Kinabase as your central information hub, streamlining communication workflows for greater efficiency.

You can set up your Kinabase so that incoming emails can also be recorded directly within your system. For details on how to do this, see our guide on Email Forwarding.

Setting up outbound emails

To send emails through Kinabase, follow these steps:

1. Navigate to settings

1. Navigate to Settings in Kinabase.
2. Under Integrations, select Outbound Emails.

2. Add an email address

Click Add Email address and provide the following details:

• Display Name: The name recipients will see (e.g. "Acme Support").
• Email Address: The shared email address to connect.
• Provider: Select your email provider from the dropdown.

Provider-specific configuration

Depending on the provider you select, you will need to provide different credentials:

Microsoft Azure Communication Services

• Connection String: Find this in the Azure portal under your Communication Services resource. See Microsoft's guide for help.

SendGrid

• API Key: Create an API key in your SendGrid account with Mail Send permissions. Ensure your sender email is verified in SendGrid before testing.

Mailgun

• API Key: Find this in your Mailgun dashboard under API Security.
• API Region: Select US (api.mailgun.net) or EU (api.eu.mailgun.net) based on your data residency requirements.

3. Test your configuration

After entering your credentials, click Continue to proceed to the test screen.

Click Send test email to send a test email to yourself. Check your inbox to confirm the email was delivered correctly. If you don't receive it, check your spam folder or review your configuration settings.

Once you've confirmed emails are being sent as expected, click Done to save your settings.

Sending outbound emails

Once your email is set up, you can send emails directly from a Kinabase collection. Here's how:

1. Enable outbound emails for a collection

1. Open the relevant collection (e.g. Contacts).
2. In the toolbar, click the Options Menu (⋯) and open Configure.
3. Under features, open Email.
4. Click Add Shared Emails. Choose which emails you'd like to be able to send from in this collection (e.g. a sales email in an Opportunities collection, or a support email in a Support Tickets collection).

You can update your Permissions options to decide who can send outbound emails from Kinabase using shared email addresses.

2. Send an email

1. Select the records you'd like to email. To select all records, tick the checkbox at the top of the screen.

Ensure the selected records include valid email addresses.

2. In the bottom selection bar, click the Options Menu (⋯) and choose Send Email.

3. Select the sender:
   • From Me: Use your personal email.
   • Shared Email Address: Use the connected shared email.
4. Follow the instructions to compose your email, and hit Send when you're ready.

That's it! Your email will be sent, and you can continue managing your communications effortlessly within Kinabase.

Display names and deliverability

When you configure an outbound email address, the Display Name you enter is included in the sender address. This means recipients see a friendly name like "Acme Support" rather than just an email address, which:

• Improves email deliverability by reducing the chance of emails being flagged as spam
• Reinforces your brand identity in recipients' inboxes
• Makes it clearer to recipients who the email is from

Need more help? Explore the rest of our Help & Support, or email support@kinabase.com.